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Sunday, July 26, 2026 |
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| We are pleased to share with you the latest news from Washington, tax law updates, private letter rulings, case studies and timely articles. We provide this weekly newsletter and website to our professional advisor friends. Please contact us if we can be of assistance to you and your clients. |
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Washington News |
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Son and Daughter Each Give $35.1 Million to Father
In McDougall v. Commissioner, 163 T.C. 112 (2024), the Tax Court determined that the termination of a QTIP trust and the transfer of assets from two children to their father created taxable gifts.
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Private Letter Rulings |
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Foundation's Educational Grant Procedures Approved
Foundation requested advanced approval of its educational grants under Sec. 4945(g)(1). Grants will be awarded to students of a particular descent that are enrolled in or plan to enroll in courses at an accredited college or university, an advanced degree...
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Case Of The Week |
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Gifts from IRAs, Part 5
Quentin was the firstborn child in a large family. Throughout his childhood, Quentin’s parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard work and saving money. Quentin took those lessons to...
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Article Of The Month |
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Testamentary Gift Annuities, Part 2
Charitable gift annuities (CGA) have long been a trusted option for donors who want to make a meaningful gift while receiving reliable, fixed payments. With a CGA arrangement, the donor contributes cash or appreciated assets to a charity and in return...
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If we can provide you assistance for your gift planning needs, please contact our office at 1-888-233-2784. Visit our website to take advantage of the variety of resources available including our online wills planner.
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